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Sponsor portfolioWelfare / HealthEIN 27-1434397
WILLISTON FINANCIAL GROUP, LLC
500 TECHNOLOGY DRIVE · IRVINE, CA 92618
5033873636
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$7.2M
No prior year
Persons covered
2,492
No prior year
Total participants
1,493
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $4.9M | 31.7% | |
| Prescription drug | $4.9M | 31.7% | |
| Other | $1.2M | 7.9% | |
| Life | $1.1M | 7.0% | |
| Short-term disability | $1.1M | 7.0% | |
| Long-term disability | $1.1M | 7.0% | |
| Dental | $982K | 6.4% | |
| Vision | $169K | 1.1% |
Carrier overview
6 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 930798039 | HRx | $4.9M | 67.4% | 1 | 4 | 307 |
EIN 231503749 | LSTDLTDOth | $1.1M | 14.9% | 1 | 1 | 1,437 |
EIN 135581829 | D | $982K | 13.6% | 1 | 1 | 2,492 |
EIN 941632821 | V | $169K | 2.3% | 1 | 1 | 1,160 |
EIN 570514130 | Oth | $102K | 1.4% | 1 | 1 | 446 |
EIN 930774210 | Oth | $23K | 0.3% | 1 | 1 | 1,431 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED | DENVER, CO | KAISER FOUNDATION HEALTH PLAN OF COLORADO, KAISER FOUNDATION HEALTH PLAN, INC., CONTINENTAL AMERICAN INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST, METROPOLITAN LIFE INSURANCE COMPANY | $272K | $24K | $297K | 100.0% | 1 |
| USI INSURANCE SERVICES LLC | VIRGINIA BEACH, VA | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $0 | $34 | $34 | 0.0% | 1 |
History & trajectory
10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan